The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYS INC | COM | 00724F101 | 67,308 | 384,091 | SH | SOLE | 384,091 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 137,985 | 2,060,398 | SH | SOLE | 2,060,398 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 61,358 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 106,382 | 953,585 | SH | SOLE | 953,585 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 84,900 | 809,878 | SH | SOLE | 809,878 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 595 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 56,039 | 1,598,841 | SH | SOLE | 1,598,841 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 54,522 | 212,229 | SH | SOLE | 212,229 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 57,523 | 251,666 | SH | SOLE | 251,666 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 117,986 | 668,628 | SH | SOLE | 668,628 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 84,159 | 1,053,831 | SH | SOLE | 1,053,831 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 68,638 | 701,100 | SH | SOLE | 701,100 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 131,684 | 595,747 | SH | SOLE | 595,747 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 105,814 | 3,169,041 | SH | SOLE | 3,169,041 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 49,006 | 572,907 | SH | SOLE | 572,907 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 41,537 | 1,618,726 | SH | SOLE | 1,618,726 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 62,216 | 324,110 | SH | SOLE | 324,110 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 69,576 | 533,598 | SH | SOLE | 533,598 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 69,845 | 367,839 | SH | SOLE | 367,839 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 9,381 | 95,000 | SH | Put | SOLE | 95,000 | 0 | 0 | |